MWM
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Mission Wealth Management’s Moody's MCO Stock Holding History

Mission Wealth Management’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$887K Buy
1,959
+952
+95% +$428K 0.01% 511
2026
Q1 		$439K Buy
1,007
+25
+3% +$11.8K 0.01% 523
2025
Q4 		$502K Buy
982
+3
+0.3% +$1.46K 0.01% 493
2025
Q3 		$467K Sell
979
-2
-0.2% -$1.01K 0.01% 507
2025
Q2 		$492K Sell
981
-90
-8% -$41.7K 0.01% 479
2025
Q1 		$499K Sell
1,071
-106
-9% -$51.1K 0.01% 447
2024
Q4 		$557K Sell
1,177
-328
-22% -$157K 0.01% 405
2024
Q3 		$714K Sell
1,505
-132
-8% -$61.2K 0.02% 358
2024
Q2 		$689K Buy
1,637
+218
+15% +$86.7K 0.02% 345
2024
Q1 		$558K Buy
1,419
+62
+5% +$23.9K 0.01% 409
2023
Q4 		$530K Buy
1,357
+18
+1% +$6.26K 0.02% 359
2023
Q3 		$423K Sell
1,339
-755
-36% -$257K 0.02% 376
2023
Q2 		$728K Sell
2,094
-309
-13% -$98K 0.03% 278
2023
Q1 		$736K Buy
+2,403
New +$726K 0.03% 274
2021
Q2 		– Sell
-1,843
Closed -$550K – 496
2021
Q1 		$550K Buy
1,843
+2
+0.1% +$563 0.03% 244
2020
Q4 		$534K Hold
1,841
– – 0.03% 228
2020
Q3 		$534K Buy
1,841
+4
+0.2% +$1.14K 0.04% 193
2020
Q2 		$505K Buy
+1,837
New +$467K 0.04% 184
2020
Q1 		– Sell
-1,852
Closed -$440K – 332
2019
Q4 		$440K Hold
1,852
– – 0.04% 196
2019
Q3 		$379K Hold
1,852
– – 0.04% 194
2019
Q2 		$362K Hold
1,852
– – 0.04% 207
2019
Q1 		$335K Hold
1,852
– – 0.04% 213
2018
Q4 		$259K Hold
1,852
– – 0.03% 213
2018
Q3 		$310K Hold
1,852
– – 0.04% 206
2018
Q2 		$316K Buy
1,852
+7
+0.4% +$1.19K 0.05% 185
2018
Q1 		$298K Hold
1,845
– – 0.05% 161
2017
Q4 		$272K Buy
+1,845
New +$270K 0.05% 164

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Mission Wealth Management's MCO Position: Q2 2026 in Review

Mission Wealth Management increased its Moody's (MCO) stake by 95% in Q2 2026, buying an estimated $428K and bringing the position to 1,959 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #511.

Mission Wealth Management first reported a position in MCO in Q4 2017 and has held it in 27 quarters since. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Mission Wealth Management held 1,959 shares of Moody's worth $887K as of Q2 2026.
  • Mission Wealth Management bought 952 Moody's shares in Q2 2026, an estimated $428K.
  • Moody's made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Mission Wealth Management first reported a position in Moody's in Q4 2017 and has held it in 27 quarters since.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.